Agreed. It's either one, or the other. Possible neither. Definitely not both.
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ya i remember something about this too. but holy cow. they trying to get first to 10million in 3 to 4 months.
No need for some super advanced knowledge here.
Just think this way: every time you build something, spending money and materials, there's a 50% chance that it'll be unusable.
Does that sound good?
You will be playing the "old" Spider-Man game on your PS4 instead 🤷♂️
The Bloomberg article from July reads to me like it was 10 million during fiscal as well since the initial plan was to have 5/6 during fiscal and the report is that it was roughly doubled, but I suppose that could be wrong.
Zhuge: "best way to think of the above"
Think if I get a PS5 (digital edition), I'll just wait until I can walk in the store and get one. Don't need one day 1 and definitely not quick enough to get a pre-order in on time.
We don't know, unless somebody has the stats. If it's causing them to cut yields it's obviously not great though.
You pay for the whole silicon wafer, so yes. The worst your yields are the more expensive each die becomes.
No. It's really bad. I doubt it is true. If it is true, there's just no way this thing is $450.
Imagine this is a big "sheet" of processors. Each square is one processor. The green squares represent the yield, which is the number of manufactured processors that are in working condition. So a yield problem, in this case, means there is a higher ratio of defective processors than anticipated, meaning they're losing usable processors, so they had to readjust their shipping forecast.
This is how processors are manufactured, in a nutshell.
OP
OP
It's a prediction by an analyst as I mentioned in the OP, not final prices.
PS2 was worst , not certain about PS3 and PS4 was better .
The yields should go up as time goes on .
It means they are trashing 50% of chips.
Nah, that figure is too high.
Maybe. If it's that way for everybody there's no problem. The final price cover those costs and keep doing business.
I remember that some sand cast parts of cars are really bad on this.
Without a reference we can't say if its bad or normal.
We know they made more CUs than are needed. So failure must be really comum.
Yes but the were going for 15 million which insane.
Seem to be a short term problem since the yields getting better .
So Sony wanted to start the generation with a Sonic Spin Dash, but they'll have to settle for a Naruto Run. Got it.
Yea, I don't see how it can even feasibly be 50% for an 11m target.
It's not predicted price, it's lowest/best case scenario. A 50% yield doesn't look good for that pricing unless Sony is all in on eating a ton of loss early on.
I can believe 50% if it was just in regards to the first million in production or so.
Also Albert Penello commented on yields some months ago and he obviously has some experience with console launches. Not a silicon expert in particular but still
Also Albert Penello commented on yields some months ago and he obviously has some experience with console launches. Not a silicon expert in particular but still
This is just the SoC, which is produced on silicon wafers. Every wafer has defects so I wouldn't say 50% is uncommon. Some designs just account for defects more than others. PS3 had one of the SPUs disabled to improve yield, AMD 8-core processors get binned down to their 6-core model if there are defects, etc.
Manufacturered isn't sold. You still have to ship them to stores etc. PS4 had 7 mill sold through by end of March. It'll prob be close to that
OP
OP
This is REALLY important too and people should read Zhuge's whole thread (that is, by the way, linked in the OP as both tweets there are the start of the thread)
The 11m for March should be included in the title I think. It's still a very high number for March considering sony only announced they've sold 10m PS4 nearly a year after its launch.
www.theverge.com
Can't imagine the demand will be that high if the price is 599 lol, they're definitely aiming for 399/449/499
Sony has sold 10 million PlayStation 4s
Worldwide sales have doubled since February
www.theverge.com
Can't imagine the demand will be that high if the price is 599 lol, they're definitely aiming for 399/449/499
I was we had the exact opposite story a few months back, that yields were better than expected.
We need Albert Penello to weigh in on just how crazy a 50% yield is for a console coming into launch.
Honestly. I just can't see that 50% number being right. Flip a coin, get a working PS5 chip cut.
Great minds, etc. I was thinking the same thing.
$499/$599 = moderate demand
$399/$499 = high demand
$399/$449 = #1 Christmas seller
It's not the expected price, it's the cheapest expected price Sony could go.
The production issues are strange. I guess we will found out soon about the real pricing etc...
The production issues are strange. I guess we will found out soon about the real pricing etc...
I could be wrong, but I was sure this was 11 million up until end of March 2021 as referenced by the second part of the quote?
the real story is they seriously tried to produce 15m of these mothafuckas by March. Is demand gon be that crazy?
I actually don't think the PS5 will sell out. I was able to get a PS4 for a few weeks after it's November launch (chose not to). And that was in 2013. Looking like no stimulus check so I'm not sure the demand will be as high as I suspect. But my amazon account needs to be updated regardless
I doubt the figure in general. Something must be lost in translation for Bloomberg to turn around and expect a $399/$449 price point despite a 50% bin rate which would drive BoM insanely up.